Courtney Geistman
Victoria,TX
Summary
Accomplished Escrow Assistant with a proven track record at Stewart Title Company, adept in escrow knowledge and client relationship building. Spearheaded numerous successful escrow transactions, enhancing client loyalty through exceptional service. Skilled in document review and real estate transactions, consistently achieving efficient closings and team productivity improvements.
Overview
11
11
years of professional experience
Work History
Escrow Assistant
Stewart Title Company
10.2022 - Current
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
- Maintained open communication with lenders, brokers and borrowers.
- Followed-up on status of releases, policies, and return of recorded documents.
- Supported team members in managing their workload, contributing to a more productive work environment.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
Escrow Assistant
Kelly Kucera, Attorney at Law
03.2022 - 09.2022
- Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Obtained documents such as proof of insurance and HOA statements.
- Collaborated with real estate agents to address potential challenges, effectively resolving concerns before they escalated.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Handling sensitive financial information securely, protecting both clients'' privacy and company reputation.
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Forwarded title clearing documentation to title officer for approval.
- Facilitated smooth document signing appointments, ensuring clients understood each step of the process.
- Maintained open communication with lenders, brokers and borrowers.
Customer Service Manager
Investar Bank
08.2017 - 03.2022
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Followed through with client requests to resolve problems.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Food Service Manager
Target
01.2016 - 12.2016
- Trained and supervised new staff to enhance customer service skills and comply with food safety standards.
- Tracked food production levels, meal counts, and supply costs.
- Maintained effective supply levels by monitoring and reordering food stock and dry goods.
- Controlled labor hours and inventory costs through hands-on management and proactive changes.
- Addressed and resolved customer service issues to establish trust and increase satisfaction.
- Promoted a positive work environment by fostering open communication among team members and resolving conflicts effectively.
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
Loss Prevention
Target
04.2015 - 12.2015
- Contributed to loss prevention efforts by identifying potential vulnerabilities in physical security measures.
- Implemented loss prevention measures, reducing instances of theft and fraud at the register.
- Implemented loss prevention strategies to minimize store shrinkage.
- Supported loss prevention efforts by adhering to strict security protocols during all backroom operations.
- Ensured store security by adhering to loss prevention policies and performing regular audits.
- Supported loss prevention efforts through proper merchandise handling and inventory control practices.
Risk Management Assistant
K&L Consulting Services, LLC
03.2013 - 03.2015
- Evaluated vendor relationships for inherent risks associated with outsourcing certain services or products, making recommendations for improvements or alternatives as needed.
- Tracked emerging trends in risk management methodologies, staying up-to-date with industry best practices and incorporating them into organizational processes as appropriate.
- Collaborated with legal counsel on regulatory compliance matters pertaining to risk management, ensuring adherence to applicable laws and regulations.
- Provided guidance and training to stakeholders on business processes.
- Contributed to the successful completion of risk assessments by collecting and analyzing data on potential risks affecting company operations.
- Conducted root cause analyses of incidents or near-misses, identifying underlying issues contributing to increased risk exposure within the organization.
Education
BBA - General Business
University of Houston - Victoria
Victoria, TXSkills
- File Management
- Escrow Knowledge
- Document Review
- Real Estate Transactions
- Notary Public Certification
- Schedule Coordination
- Data entry proficiency
- Title procedures
- Client Relationship Building
- Loan Document Familiarity
- Contract Review
Timeline
Escrow Assistant
Stewart Title Company
10.2022 - Current
Escrow Assistant
Kelly Kucera, Attorney at Law
03.2022 - 09.2022
Customer Service Manager
Investar Bank
08.2017 - 03.2022
Food Service Manager
Target
01.2016 - 12.2016
Loss Prevention
Target
04.2015 - 12.2015
Risk Management Assistant
K&L Consulting Services, LLC
03.2013 - 03.2015
BBA - General Business
University of Houston - Victoria
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